We are live on ! Find out more
FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $4.13B
1-Year Est. Return 32.58%
This Fund
S&P 500
This Quarter Est. Return
+7.4%
1 Year Est. Return
+32.58%
3 Year Est. Return
+77.81%
5 Year Est. Return
+94.45%
10 Year Est. Return
+341.63%
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
-$123M
Cap. Flow %
-3.48%
Top 10 Hldgs %
37.25%
Holding
1,780
New
51
Increased
361
Reduced
333
Closed
43

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.2M
2
JPM icon
JPMorgan Chase
JPM
+$3.16M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.26M
2
MSFT icon
Microsoft
MSFT
+$6.98M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFUS icon
951
Littelfuse
LFUS
$11.4B
$5.44K ﹤0.01%
21
– –
STRL icon
952
Sterling Infrastructure
STRL
$16.9B
$5.43K ﹤0.01%
16
+2
+14% +$568
MRNA icon
953
Moderna
MRNA
$25.4B
$5.42K ﹤0.01%
210
– –
GATX icon
954
GATX Corp
GATX
$6.33B
$5.42K ﹤0.01%
31
– –
COLB icon
955
Columbia Banking Systems
COLB
$9.18B
$5.41K ﹤0.01%
210
+35
+20% +$889
ESNT icon
956
Essent Group
ESNT
$6.23B
$5.4K ﹤0.01%
85
– –
AXTA icon
957
Axalta
AXTA
$7.93B
$5.35K ﹤0.01%
187
+10
+6% +$301
AAON icon
958
Aaon
AAON
$7.23B
$5.33K ﹤0.01%
57
+3
+6% +$246
ONTO icon
959
Onto Innovation
ONTO
$20.6B
$5.3K ﹤0.01%
41
– –
AWI icon
960
Armstrong World Industries
AWI
$7.68B
$5.29K ﹤0.01%
27
– –
GMED icon
961
Globus Medical
GMED
$11.5B
$5.27K ﹤0.01%
92
+5
+6% +$288
ESAB icon
962
ESAB
ESAB
$5.29B
$5.25K ﹤0.01%
47
– –
KBR icon
963
KBR
KBR
$4.81B
$5.25K ﹤0.01%
111
+4
+4% +$194
FCFS icon
964
FirstCash
FCFS
$9.14B
$5.23K ﹤0.01%
33
– –
CI icon
965
Cigna
CI
$73.5B
$5.19K ﹤0.01%
18
-94
-84% -$27.8K
EMN icon
966
Eastman Chemical
EMN
$8.43B
$5.17K ﹤0.01%
82
– –
NXST icon
967
Nexstar Media Group
NXST
$5.81B
$5.14K ﹤0.01%
26
+2
+8% +$391
SLM icon
968
SLM Corp
SLM
$5.22B
$5.12K ﹤0.01%
185
+10
+6% +$312
MORN icon
969
Morningstar
MORN
$7.76B
$5.1K ﹤0.01%
22
+2
+10% +$533
BWA icon
970
BorgWarner
BWA
$13.8B
$5.05K ﹤0.01%
115
+40
+53% +$1.6K
WEX icon
971
WEX
WEX
$6.78B
$5.04K ﹤0.01%
32
+2
+7% +$331
MINT icon
972
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$5.04K ﹤0.01%
+50
New +$5.02K
MATV icon
973
Mativ Holdings
MATV
$667M
$5.01K ﹤0.01%
+443
New +$4.39K
CYTK icon
974
Cytokinetics
CYTK
$10.2B
$5K ﹤0.01%
91
+5
+6% +$206
ROIV icon
975
Roivant Sciences
ROIV
$26.2B
$4.99K ﹤0.01%
330
+25
+8% +$309
37 38
39
40 41

Similar funds

AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Farmers & Merchants Investments Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Investments Inc held 1,780 positions worth $3.53B, up 2.8% from $3.43B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc withdrew a net $123M in Q3 2025, closing 43 positions and reducing 333 holdings. Its most notable exit was Juniper Networks, an estimated $657K position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.

Against the trend, Farmers & Merchants Investments Inc opened a new position in Applovin worth $107K.

  • Farmers & Merchants Investments Inc's largest Q3 2025 buy was Applovin: 149 shares worth $107K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $14.2M increase.
  • Farmers & Merchants Investments Inc's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.26M.
  • Farmers & Merchants Investments Inc fully exited Juniper Networks in Q3 2025, selling an estimated $657K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.53B portfolio in Q3 2025.
  • Farmers & Merchants Investments Inc opened 51 new positions and closed 43 in Q3 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.8% quarter-over-quarter to $3.53B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.